Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Definitive Healthcare Corp.DH · Entity 1538 | Chief Financial Officer | October 01, 2026 | October 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Definitive Healthcare Corp.
Report date October 01, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 1,785,960 |
Reported balance
After 2026-10-01 transaction · row 1
1 source rowRow 1 · 2026-10-01 · Tax withholding · Disposed 12,542 · Balance 1,785,960 F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2026 Filed Oct 5, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 12,542 | $0.94 | $11,740.57 |
DisclosureSEC source: 0001193125-26-414095 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,785,960 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| September 01, 2026 Filed Sep 3, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 41,093 | $0.90 | $37,078.21 |
DisclosureSEC source: 0001193125-26-381870 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,798,502 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| August 01, 2026 Filed Aug 4, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 1,881 | $0.68 | $1,283.41 |
DisclosureSEC source: 0001193125-26-332755 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,839,595 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| June 01, 2026 Filed Jun 3, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 164,377 | $0.99 | $162,733.23 |
DisclosureSEC source: 0001193125-26-255409 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,841,476 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 1,469 | $0.99 | $1,454.31 |
DisclosureSEC source: 0001193125-26-206349 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,005,853 F1 · shares: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| February 24, 2026 Filed Feb 26, 2026 21:54 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 733,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-077194 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,007,322 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, with 25% of the RSUs vesting on March 1, 2027, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| February 01, 2026 Filed Feb 3, 2026 21:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 1,469 | $2.32 | $3,408.08 |
DisclosureSEC source: 0001193125-26-035486 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,274,021 F1 · kind: The transaction reported represents the withholding of shares by the issuer to satisfy the reporting person's tax withholding obligations in connection with the vesting and settlement of previously reported RSUs. Read SEC document |
| January 05, 2026 Filed Jan 7, 2026 21:05 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 195,313 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-006286 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,275,490 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"), with 50% of the RSUs vesting on January 1, 2027, followed by vesting in equal quarterly installments over the remaining 12 months thereafter, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| November 01, 2025 Filed Nov 4, 2025 21:03 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 1,244 | $2.77 | $3,445.88 |
DisclosureSEC source: 0001193125-25-264633 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,080,177 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 12:23 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 8,300 | $3.56 | $29,548.00 |
DisclosureSEC source: 0001193125-25-229270 · ownership.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,081,421 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 22:30 UTC | Definitive Healthcare Corp. DH · Entity 1538 | Tax withholdingClass A Common Stock | 1,244 | $3.74 | $4,652.56 |
DisclosureSEC source: 0001415889-25-021086 · form4-08052025_100859.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,089,721 F1 · kind: Represents the withholding of shares by the Issuer to satisfy the Reporting Person's tax withholding obligations in connection with the vesting and settlement of previously reported restricted stock units. Read SEC document |
| June 10, 2025 Filed Jun 11, 2025 20:30 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 485,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016677 · form4-06112025_040617.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,090,965 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001 (the "Class A Common Stock"), with 25% of the RSUs vesting on June 1, 2026, followed by vesting of 6.25% every three months thereafter over the subsequent three years, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
| June 02, 2025 Filed Jun 4, 2025 20:25 UTC | Definitive Healthcare Corp. DH · Entity 1538 | GrantClass A Common Stock | 498,339 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-015595 · form4-06042025_080658.xml · nonDerivative · entry 1 Heller Casey · CIK 0002052043 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 605,084 F1 · shares: Represents restricted stock units ("RSUs"), each representing a contingent right to receive one share of the Issuer's Class A Common Stock, par value $0.001, with 50% of the RSUs vesting on June 1, 2026, followed by vesting of 12.5% every three months thereafter over the subsequent twelve months, subject to the Reporting Person's continued service with the Issuer through each such vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.